Explore Life & Money

Let’s be honest: financial planning can be confusing, stressful, and just plain boring. But when you focus on the kind of life you want—the goals, needs, and dreams you have for yourself and your family—your decisions about money get a lot easier. We’re here to help you explore the financial topics that matter to your life.

Looking for more in-depth guidance? Talk to your advisor to create a financial plan for your specific needs and goals.

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Photo of a dog whose owner could afford to pay for their surgery because they had an emergency fund.

Would a $500 expense throw off your budget in a big way? If the answer is yes, you need to set up an emergency fund.

4 minute read
Photo of a man and a woman plugging in their electric vehicle.

A little tax planning now can go a long way toward helping you keep more of your money next year. Learn about potential savings from tax credits and deductions.

8 minute read
Woman who is creating a budget to determine how to fund her financial goals.

So you’ve set your financial goals. Now look at your budget to see if you can find more money to put toward those goals. (Check back each month for your next step to creating a financial plan.)

4 minute read
Woman who has created a financial plan.

Sound daunting? Taking it one step at a time will help create a clear path forward. And less stress. Start with goal-setting. (Check back each month for your next step to success.)

5 minute read
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